Administrative Associate, Wood Gundy-Bilingual

We are building a relationship-focused bank for a modern world. We are looking for talented and passionate professionals who care about doing the right thing for our clients.

At CIBC, we bet on your strengths and ambitions to give you the power to act. Our team members have what they need to make a significant contribution and be recognized, both for who they are and what they do.

Job Responsibilities

As a member of CIBC Wood Gundy, you will be responsible for creating and growing Wood Gundy clients' portfolios through specialized relationship management, reliable investment advice, and exceptional customer service. As an administrative associate, you will work closely with a team of CIBC Wood Gundy investment advisors to help them manage their portfolios and establish new business relationships. You will communicate directly with high-net-worth clients to provide support, identify opportunities, and proactively improve their experience.

*At CIBC, we offer you the best work environment to help you achieve your goals. Details about your work mode (on-site and remote days) will be discussed during your interview.*

How to Succeed

• Administrative Support - Comply with compliance standards in client interactions and client file processing. Perform administrative tasks and participate in administrative processes related to the investment advisor and team support. Assist in the development of investment plans and written proposals for current and potential clients. Contribute to processes aimed at redirecting assets to appropriate financial products based on the client's risk tolerance and demographic profile, as determined by the investment advisor.
• Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Review complex legal agreements related to money management products to enable the implementation of new products and modifications to existing products. Fill in the gaps in signature delegation documents, submit unresolved issues to another level of intervention, apply policies, or call on appropriate internal partners to facilitate resolution.
• Organizational Skills - Support your advisors by responding quickly to client requests and complying with compliance standards in all files. Promote team success by improving team productivity, proactively identifying business opportunities, and participating in asset allocation to the right financial products.

Your Attributes

• You prioritize clients. You collaborate to find the right solutions. You go above and beyond because it's the right thing to do.
• You thrive on success. Achieving your goals motivates you, and you give your best to achieve concrete results.
• You are fully committed, putting your heart and mind into it. You care about people and understand different perspectives. You listen to others and learn from their experiences.
• You understand that success lies in the details. You notice things others don't see. Your critical thinking skills help you make informed decisions.
• You are a licensed professional. You have an up-to-date and valid registration as an investment representative (IR) for the Canadian Securities Course (CSC) license. You also hold the CIRO derivatives license, having passed the CIRO derivatives exam. The Registered Investor (RI) title is an asset. Experience in the financial services or brokerage sector and practical knowledge of various trading instruments are required.
• Our values matter to you. You are true to yourself at work, and you embody our values of trust, teamwork, and accountability.
• You are able to serve the community's clients in French and English.
• What CIBC Offers You

At CIBC, your goals are a priority. Based on your strengths and ambitions as an employee, we strive to create opportunities that allow you to realize your potential. Our goal is to offer you a career, not just a paycheck.

• We strive to reward you in a personalized and relevant way, including offering a competitive salary, performance-based compensation, banking benefits, membership in an employee benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacation time, support for your well-being, and Creator of Moments, our points-based recognition social program.
• With our spaces and technological tools, it's easy to bring great minds together to create innovative solutions that improve things for our clients.
• We promote a culture that encourages the expression of your ambitions through initiatives such as the Reason for Being Day, a paid day off that you can use to invest in your growth and development.
• Subject to the terms of the plan and program.

What You Need to Know

• CIBC is committed to creating an inclusive work environment where all team members and clients feel welcome. We seek candidates with a wide range of skills and offer accessible experiences. If you need an accommodation solution, please email Mailbox.careers-careers@cibc.com.
• CIBC is committed to being clear in its hiring process. All postings aim to fill positions for which we are actively recruiting, unless otherwise stated.
• You must be legally eligible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.
• You may be asked to complete an attributes-based assessment and other skills tests (such as simulation, programming, and French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to learn more about you and everything you have to offer, and to give you the opportunity to learn more about us.
• Location
• Montreal - 1 Place Ville Marie
• Employment Type
• Permanent
• Weekly Hours
• 37.5

Skills

Marketing activities, Business development, Developing proposals, Business documentation, Customer experience (CX), Analytical thinking, Investment portfolios, Financial products, Banking transactions, Collaborative work